See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,348 | $58,208+70.7% | $81,812+21.4% | $80,856+22.9% |
| Participation rate | 81.1% | 63.4%+17.7pp | 72.3%+8.8pp | 67.6%+13.5pp |
| Annual return | 33.63% | 41.66%-8.0pp | 773.79%-740.2pp | 35.59%-2.0pp |
| Employer contribution / active EE | $905 | $2,340-61.3% | $2,912-68.9% | $2,755-67.1% |
| Participant deferral / active EE | $5,790 | $3,281+76.5% | $4,319+34.1% | $4,296+34.8% |
| Admin fee / account holder | $3,164 | $4,981-36.5% | $7,386-57.2% | $6,918-54.3% |